Click on Attach Existing policies directly and search for “AmazonS3FullAccess” and select the policy and click on Next Tags.

Then click on Next: review without entering any information.

Click on create user.

After clicking on create user, you will be navigated to another page where you will be able to see a csv file (Contains public and private key Information).Make sure you download the file and click on close.

Create a bucket:

Go to Services -> Storage -> S3 -> Click on the create bucket button.

Enter the bucket name and select the region near to you.

Click on Next.

Enable the Versioning check box and click on Next.

If you want to use public/private files option for your aws records, please disable “Block all public access” checkbox, also check (I acknowledge that the current settings may result in this bucket and the objects within becoming public) and click on Next.

Review the details and click on the create bucket button.

After creating a bucket, open the bucket and navigate to permissions -> CORS Configuration and copy and paste the below code and click on save.

Navigate to security credentials in the user and click on manage (Beside Console password).

Check the enable option for Console Access and select auto generated password option for set password, click on apply and download the csv file (It contains username and password for this user) and please forward the file to SkyDoc@tvarana.com as Tvarana need to create a lambda function in your AWS account.

After following the above instructions, please send the following details to SkyDoc@tvarana.com

Tvarana gives the customer one week to perform any tests on SkyDoc. Tvarana can provide a testing document to go through typical use cases if needed. Tvarana will get final sign-off on SkyDoc before moving SkyDoc into their production account.

If the customer asks Tvarana to perform data migration(transferring the files in NetSuite to SkyDoc) in their account, then Tvarana will install SkyDoc Auto Upload Tool bundle in the customer’s account which includes steps like:

After the bundle is successfully installed in their sandbox account, Tvarana will process the files attached to the different types of records like entity, transaction, activity, case, entity message attachments, case message attachments and transaction message attachments one after the other. Tvarana will only migrate files into the sandbox that are necessary for testing.

After the data migration process is successfully completed, Tvarana will ask the customer to test if the files are migrated correctly and are attached to the same record or not and to let their Customer Success Manager know if they face any issues.

Once the customer tests the SkyDoc in their sandbox account and if they feel everything is fine and provides skydoc@tvarana.com with the access of their production account or if they do not have any sandbox account, Tvarana will install the SkyDoc Advanced bundle in their production account and it includes steps like:

Copying the account id of customer production account in SkyDoc 2.0 bundle -> set availability in our account(Dev production)

On the day of installation, Tvarana asks the customer to perform any tests on SkyDoc to ensure that go-live was executed properly. Tvarana can provide a testing document to go through typical use cases if needed.

If the customer ask Tvarana to perform data migration (transferring the files in NetSuite to SkyDoc) in their account, then Tvarana will install SkyDoc Auto Upload Tool bundle in the customer’s account which includes steps like:

After the bundle is successfully installed in their sandbox account, Tvarana will process the files attached to the different types of records like entity, transaction, activity, case, entity message attachments, case message attachments and transaction message attachments one after the other.

After the data migration process is successfully completed, Tvarana will ask the customer to test if the files are migrated correctly and are attached to the same record or not and to let their Customer Success Manager know if they face any issues.

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